Linking building elements to a standard service plan

Core TSIs : Planned Maintenance : Working with Maintenance Library : Linking building elements to a standard service plan

You can link one or more building elements to a standard service plan.

Procedure

1. At the Maintenance Library > Standard service plans selection level, in the elements list, select the standard service plan to which you want to link building elements.

2. On the action panel, click Link building elements. The Link building elements dialog box appears in which Available lists the building elements available in Planon ProCenter to be linked to the selected standard service plan and In use lists the building elements already linked to the standard service plan.

Use the filter options to filter out building elements in the context that you require:
All: filters out all building elements that are in use and not archived;
Technical classification: filters out all building elements with the same technical classification as the standard service plan;
Classification group: filters out all building elements with the same classification group as the standard service plan.

3. Click the arrow buttons to move building elements from Available to In use or vice versa as required and then click OK to close the dialog box.

The building elements listed in In use are now linked to the standard service plan.